Shift Planning (PT-SP)

Purpose

This application component allows you to accurately determine and schedule the appropriate
number and type of human resources required for your enterprise to carry out business
requirements.

Implementation Considerations

Unlike other types of resource planning for materials, machines and vehicles, human resources
planning involves a unique set of requirements. Personnel administrators face problems and issues
that are extremely time consuming and cost intensive to deal with without computer support.
The Shift Planning component allows you to distribute your human resources quickly and
efficiently, and ensures that an enterprise’s capacity is used to the full extent. You can assign shift
time, shift location, selection and number of required employees so that your personnel capacity is
utilized to its maximum effect.
You can schedule and create working hours for your employees in a flexible manner to cover
requirements. You can also create time data for any number of employees at the same time, as well
as for one or more days, weeks or even months.

Possible Integration with Other Human Resources Components

Desired Function Required Component

Access to Organizational Structures Organizational Management (PA)
Access to Employee Qualifications Qualifications/Requirements (PA-PD-QR)
Determining an Employee’s Working Hours Time Data Recording and Administration (PT-
RC)
Simulated Evaluation of Employee Working Time Evaluation (PT-EV)
Hours during Planning Process
Running the Payroll for an Employee Payroll (PY)

Possible Integration with Other SAP Components

Desired Function Required Component

Determining Employee Availability for Capacity Logistics
Planning and Distribution of Requirements
Display and Overview of an Employee’s Shift Internet Application Components
Plan

Introduction:

Shift Planning is a component of SAP Time Management. A permanent exchange of data between
the Human Resources and Personnel Management components ensures that the following data is
always
available:
· Changes relevant to planning in Time Data Recording and Administration
· Changes relevant to planning in Time Evaluation
· Changes relevant to accounting in Shift Planning
In this way, the probability of planning errors, such as those that occur when manually transferring
data, can be minimized. The permanent availability of all current time information allows you to
create an optimal shift plan as you take into consideration all personnel and time-related data for the
relevant planning period.

Pre requisite:

Before making the system settings for shift planning, must maintain the relevant steps in the
"Global Settings for Personnel Management"

Features

The SAP Shift Planning component offers a wide variety of user-friendly tools for creating detailed
shift plans with a high degree of accuracy, while saving valuable time and costs.
The many functions in SAP Shift Planning include:
· using entry object types to start shift planning, such as an entry object type for an organizational
unit. This provides a high level of flexibility when selecting the required employees from the entire
personnel capacity of your enterprise
· Detailed definitions of requirements for an accurate determination of required resources
· Target and Actual Plans that detail short- and long-term availability, and employee working time
· Requirements Match-up, to recognize:
– If personnel requirements are already covered
– If employees are already scheduled
– If employees are still available to cover requirements
– When to make changes to the shift plan
· Day View, to comprehensively display and edit a shift plan one day at a time. This function
provides for extremely detailed planning, especially when you are assigning shifts for only part of a
day
· Employee preferences taken into account for working times
· Simulation of time evaluation to gain a quick overview of employees’ capacity utilization and any
upcoming overtime

Default Values for Shift Planning

Purpose

You must define the following data before the actual planning process can begin, so as to ensure
that the planning phase can be completed efficiently:

Profile :
Specify the human resources (employees) who are to be available in the planning phase. The
selection of personnel is based on operational tasks that need to be completed.

Shift Groups
Define and group all abbreviations used for shifts or daily work schedules used in an enterprise.
Requirements Types

Create time intervals (such as requirements on working days, Easter Monday, and Mondays) in a
calendar, to allow you to define personnel requirements for them.
You use these default values to start shift planning.
Profile Definition
With a profile, you specify which human resources (employees) are available in Shift Planning.
The selection of personnel is based on operational tasks that need to be completed.
First, you must define the evaluation paths by which an employee is selected when using the entry
profile.
The evaluation paths determine the organizational units, or links to organizational units, containing
the employees you want to select.
Furthermore, you can specify the employees who should be excluded, or those employees assigned
elsewhere who can be included in the selection.

Use

When you define profiles, you can use an individual employee and requirement selection to enter
Shift Planning.

Employee selection allows you to specify:

• From where employees are to be selected (organizational units, work centers or other
objects).
• How the employees are to be selected (evaluation paths).
• Whether or not selected employees can be removed from the selection.
• Whether or not unselected employees can be included in the selection.

Example

You have defined an X profile that selects all positions in your enterprise. In Customizing, you
specify the appropriate evaluation path. You assign organizational units as the entry object type to
the X profile. When you enter shift planning, the Organizational units field appears. Here you can
select one or more organizational units from the list of possible entries. The system searches all of
the existing positions. The data resulting from the search is automatically entered in the shift plan,
and can be used to cover a requirement.

You can select organizational structures and jobs directly from the entry screen in shift planning.
Thus, you limit the data assigned to an entry object type, and entered into the shift plan, by using
the entry profile.

When you exit shift planning, the system stores the current entry objects, as well as the last period
processed. When you next enter shift planning, this data is automatically proposed, and you do not
need to select it again.